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Compare Axis Midcap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.58 | 1.58 |
NAV | ₹103.95 | ₹97.40 |
Fund Started | 31 Jan 2011 | 03 Feb 2014 |
Fund Size | ₹30828.75 Cr | ₹24488.00 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.58
1.58
NAV
₹103.95
₹97.40
Fund Started
31 Jan 2011
03 Feb 2014
Fund Size
₹30828.75 Cr
₹24488.00 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 17.87% | 31.34% |
3 Year | 15.48% | 28.31% |
5 Year | 19.60% | 27.49% |
1 Year
17.87%
31.34%
3 Year
15.48%
28.31%
5 Year
19.60%
27.49%
Holding Analysis
Equity | 91.44% | 90.80% |
Cash | 1.15% | 9.20% |
Equity
91.44%
90.80%
Cash
1.15%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 3.54% |
The Indian Hotels Company Ltd. | 3.34% |
Persistent Systems Ltd. | 3.14% |
Fortis Healthcare Ltd. | 3.11% |
Coromandel International Ltd. | 2.37% |
Lupin Ltd. | 2.07% |
Supreme Industries Ltd. | 2.06% |
Voltas Ltd. | 1.95% |
Bharti Hexacom Ltd. | 1.90% |
UNO Minda Ltd. | 1.89% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
Fund Manager
Name | Vinayak Jayanath | Ajay Khandelwal |
Start Date | 17 Jan 2023 | 16 Dec 2021 |
Name
Vinayak Jayanath
Ajay Khandelwal
Start Date
17 Jan 2023
16 Dec 2021
About Fund
Description | The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 31 Jan 2011 | 03 Feb 2014 |
Description
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
31 Jan 2011
03 Feb 2014
